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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,737 | $75,807-91.1% | $116,096-94.2% | $86,983-92.3% |
| Participation rate | 70.3% | 66.9%+3.5pp | 73.3%-3.0pp | 69.5%+0.8pp |
| Annual return | 3.07% | 18.57%-15.5pp | 326.25%-323.2pp | 25.83%-22.8pp |
| Employer contribution / active EE | $349 | $1,892-81.6% | $2,503-86.1% | $2,584-86.5% |
| Participant deferral / active EE | $982 | $3,212-69.4% | $3,952-75.1% | $4,194-76.6% |
| Admin fee / account holder | $349 | $6,659-94.8% | $7,704-95.5% | $7,856-95.6% |